🚀 AI CHIP BOOM: The $70B ASIC Wave Coming in 2026
Next year, Google and OpenAI alone could pour $70 billion into custom AI chips — and Broadcom is positioned to be a primary winner.
💰 THE NUMBERS SPEAK:
· Google: Expected to spend $50B in 2026
· OpenAI: Estimated $20B in ASIC investments
· Broadcom’s revenue from Google could double in 2026, then nearly double again in 2027
📅 2027: THE REAL TAKEOFF YEAR
While 2026 sets the stage, 2027 is when adoption explodes:
🔥 Meta — revenue begins surging significantly
⚡ OpenAI — mass production starts, large-scale deployment begins
🚀 xAI — ASIC shipments expected to truly take off
☁️ AWS & Microsoft — Broadcom secures major orders, driving substantial growth
📊 COMPETITIVE LANDSCAPE:
· ByteDance — volumes remain small in 2026, mass production begins late in the year
· Anthropic — revenue nears Google’s level in 2026, then sharply declines by 2027
🧠 WHAT THIS MEANS FOR INVESTORS:
The AI race isn’t just about software — it’s about silicon.
Companies building the picks and shovels (like Broadcom) stand to win big as tech giants compete for compute supremacy.
⚡ BOTTOM LINE:
The next wave of AI growth will be hardware-fueled.
Follow the chip flows — they reveal who’s betting big on the future. 💎🔌
#AI #Semiconductors #Broadcom #Google #OpenAI
